AII & III Regional Roundtables

Jun 16th - Sep 22nd 2021
Live Events

   

About

This summer, beginning in late June and running through September, the Institutional and Alternative Investor Institutes will be holding a series of small regional events that will bring together asset allocators and asset managers in a safe and exciting way.

See below for the event dates, our principles of safety, and how you can register.

Regions, Dates & Venues

Washington, D.C.

  • June 16 (AII) & 17 (III) - Four Seasons Hotel, Washington, D.C.

Boston, MA

  • June 21 (AII) & 22 (III) - Four Seasons Hotel, Boston
  • July 7 (AII) & 8 (III) - Four Seasons Hotel, Boston
  • September 13 (AII) & 14 (III) *

New York City / Connecticut Area

  • June 23 (AII) & 24 (III) - Hotel Delamar, Greenwich, CT
  • July 7 (AII) & 8 (III) - Hotel Delamar, Greenwich, CT
  • September 21 (AII) & 22 (III) - New York, NY *

*Venue details to be announced at a later date.

Chicago, IL

  • August 10 (AII) & 11 (III)

*Venue details to be announced at a later date.

Atlanta, GA 

  • August 4 (AII) & 5 (III)

Austin, TX

  • September 9 (AII) & 10 (III)

*Venue details to be announced at a later date.

San Francisco, CA

  • August 4 (AII) & 5 (III)

Los Angeles, CA

  • September 9 (AII) & 10 (III)

*Venue details to be announced at a later date.

Register


Registration is open to allocators and investment consultants at this time.

Institutional Investor Institute & Alternative Investor Institute Member registration will be announced at a later date.


Registration

Contact
Assistant
Session Details
June 16, 2021

Washington, D.C.
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

June 17, 2021

Washington, D.C.
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

June 21, 2021

Boston
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

June 22, 2021

Boston
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

June 23, 2021

New York City Area
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

June 24, 2021

New York City Area
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

July 7, 2021

Boston
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

New York City Area
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

July 8, 2021

Boston
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

New York City Area
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

August 4, 2021

Atlanta
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

San Francisco
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

August 5, 2021

San Francisco
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

Atlanta
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

August 10, 2021

Chicago
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

August 11, 2021

Chicago
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

September 9, 2021

Austin
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

Los Angeles
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

September 10, 2021

Los Angeles
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

Austin
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

September 13, 2021

Boston
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

September 14, 2021

Boston
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

September 21, 2021

New York City Area
9:00 AM - 9:00 PM
America/New York

Alternative Investor Institute

September 22, 2021

New York City Area
9:00 AM - 9:00 PM
America/New York

Institutional Investor Institute

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Principles of Safety

1. Until no longer necessary, we will conduct on-site health screenings.

2. Until no longer necessary, we will require all attendees to wear masks and/or personal protective equipment.

3. Roundtable format and venue will be designed to promote social distancing and smaller groups.

4. Institutional Investor will partner with venues with the highest health and housekeeping standards (including routine cleaning and disinfecting of surfaces).

5. Institutional Investor will comply with all CDC and state/city guidelines. In the event of a conflict, we will comply with the stricter regulations. 

FAQs (for AII & III Members)

1. Can I send more than one person to a Regional Roundtable?
To keep the Regional Roundtables as Covid-secure as possible and focused on small groups, the rule is ‘one-spot-one-member’ for each day of the Regional Roundtables. Said another way: Unlike regular Roundtables, we won’t allow firms to switch attendees half-way through the day.

2. Can I see an attendee list?
Outreach and registration for asset allocators and investment consultants have begun. We will come back with a preliminary list of attendees later in the spring.

3. Will the agendas for Alternative Investor Institute and Institutional Investor Institute be different for each city?
Yes. We will have different streamed-in speakers and discussion topics will vary from day-to-day.

4. What safety measures are you putting in place?
We will focus on health screenings on-site, social distancing, frequent cleaning, and require attendees to wear masks until no longer necessary. Specifics of safety protocols will be announced in advance to each Roundtable.

5. Can I attend a Regional Roundtable virtually?
No, the Roundtables will be structured around in-person, interactive discussion groups.

6. How do I submit my cities/dates preferences?
On March 22, we will send all Members in good standing* the city selection survey. You will have until March 31 to force-rank all 12 cities/dates. We will do our best to match you up with your preferences, and will confirm your access by mid-April.

*Make sure your Membership is renewed, and Virtual-Only Members have topped-up to include a Live component.

7. When will I find out which Regional Roundtables I can attend?
Your personal schedule will be emailed to you by mid-April.

8. What if I need to change my dates after the selection happens?
Let us know as soon as your schedule changes and we will do our best to accommodate them. Please note that after the selection process concludes, space will be limited. 

9. What if I have a special circumstance?
Let your relationship manager know before March 31. We will do our best to accommodate these circumstances during our matching process.

10. For Virtual-Only Members: What does it really mean to “top up” my Membership?
To attend the Regional Roundtables, you must add a Live component to your Membership. Depending on your Membership cycle, various top-up fees will be applied. Please reach out to your relationship manager for details.

Contact

Institutional Investors & Investment Consultants

Katarina Storfer

kstorfer@institutionalinvestor.com

Institutional Investor Institute Members

Raina Bedard

raina.bedard@institutionalinvestor.com

Alternative Investor Institute Members

Anna Berger

anna.berger@institutionalinvestor.com